Skill Based Job Assignment

Skill Based Job Assignment, Zeo Route Planner
Reading Time: 2 minutes

What is skill-based optimization?

Skill Based optimization is a key requirement for many field service professionals. Simply put, it means assigning activities ( or stops) to technicians or drivers based on their skill and expertise level.
For example, in the construction and maintenance industry, an activity may require the following

  1. Initial preparation by somebody with advanced masonry skills
  2. Followed by setting up the board by somebody with intermediate carpentry skills

Activities performed for skill-based optimization?

  • Ideally, to assign these activities a platform would have to:
  • Identify the technicians and skills
  • Check the skills required for each job.
  • Identify the sequence in which skills are required (first masonry and then carpentry)
  • Check the calendar and slots for the technicians
  • Assign the skills to the technicians based upon
    1. Technicians ability
    2. Timeslot for the job
    3. Availability of the technicians
    4. Minimize the time wasted and costs associated

Most route planners designed for deliveries do not cater to this skill-based optimization.

Skill-based Optimization for technicians by Zeo

Zeo is the only route planner which solves the issue of skill-based optimization for technicians working in diverse industries such as field services, construction, telecommunications, healthcare, emergency services, and many more.

It has been seamlessly integrated with the Zeo fleet platform. Following are the steps to be followed:

  • Add skills present in the skills tab in the settings – click here (view)
  1. Skill is a free-flow field where the user can define the skills. – click here (view)
  2. The option to upload as a list for bulk upload is also present.
  • Add skills to the drivers
    1. Click on the driver tab
    2. Add skills while adding a new driver – click here (view)
    3. Edit an existing driver to add skills – click here (view)
  • When adding a stop, add the skill required in the column next to it
    1. Here is a sample excel of how it has to be handled
    2. Some things to be handled
      1. Make sure the skill mentioned in the spreadsheet matches with the skill list.
      2. All stops should have a skill mentioned, if it is not mentioned, the stop will not be assigned.
  • After adding the stops, click on auto-optimize – click here (view)
  • The drivers for the stops with their required skills will be shown. Select the drivers
    1. Only when drivers with the skills mentioned are selected would the button to proceed to be activated – click here (view)
    2. Click on the i icon to know which skills are still to be assigned – click here (view)
  • On proceeding forward the stops would be assigned to drivers with the required skills.
  • Industries where skill-based optimisation can be used

    • Construction and maintenance: construction scheduling, maintenance scheduling, job site management, equipment tracking, construction logistics, field service scheduling.
    • Utilities and energy: utility fleet management, meter reading, energy grid management, field service dispatch, lineman scheduling, utility logistics.
    • Telecommunications: field technician scheduling, network maintenance, cell tower maintenance, field service dispatch, telecommunication logistics, wireless network management
    • Health care: mobile medical workforce, patient transportation, health care logistics, medical equipment maintenance, patient scheduling, telemedicine management.
    • Public Safety: emergency service scheduling, emergency fleet management, public safety logistics, disaster response management, first responder scheduling, emergency medical services management.
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      Know More

      How to Create Route?

      How do I add stop by typing and searching? Web

      Follow these steps to add a stop by typing and searching:

      • Go to Playground Page. You will find a search box in top left.
      • Type in your desired stop and it will show search results as you type.
      • Select one of the search results to add the stop to list of unassigned stops.

      How do I import stops in bulk from an excel file? Web

      Follow these steps to add stops in bulk using an excel file:

      • Go to Playground Page.
      • In top right corner you will see import icon. Press on that icon & a modal will open.
      • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
      • If you don’t have an existing file, you can download a sample file and input all your data accordingly, then upload it.
      • In the new window, upload your file and match the headers & confirm mappings.
      • Review your confirmed data and add the stop.

      How do I import stops from an image? Mobile

      Follow these steps to add stops in bulk by uploading an image:

      • Go to Zeo Route Planner App and open On Ride page.
      • Bottom bar has 3 icons in left. Press on image icon.
      • Select the image from gallery if you already have one or take a picture if you don’t have existing.
      • Adjust the crop for the selected image & press crop.
      • Zeo will automatically detect the addresses from the image. Press on done and then save & optimize to create route.

      How do I add a stop using Latitude and Longitude? Mobile

      Follow these steps to add stop if you have Latitude & Longitude of the address:

      • Go to Zeo Route Planner App and open On Ride page.
      • You will see a icon. Press on that icon & press on New Route.
      • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
      • Below search bar, select the “by lat long” option and then enter the latitude and longitude in the search bar.
      • You will see results in the search, select one of them.
      • Select additional options according to your need & click on “Done adding stops”.

      How do I add a using a QR Code? Mobile

      Follow these steps to add stop using QR Code:

      • Go to Zeo Route Planner App and open On Ride page.
      • You will see a icon. Press on that icon & press on New Route.
      • Bottom bar has 3 icons in left. Press on QR code icon.
      • It will open up a QR Code scanner. You can scan normal QR code as well as FedEx QR code and it will automatically detect address.
      • Add the stop to route with any additional options.

      How do I delete a stop? Mobile

      Follow these steps to delete a stop:

      • Go to Zeo Route Planner App and open On Ride page.
      • You will see a icon. Press on that icon & press on New Route.
      • Add some stops using any of the methods & click on save & optimize.
      • From the list of stops that you have, long press on any stop that you want to delete.
      • It will open window asking you to select the stops that you want to remove. Click on Remove button and it will delete the stop from your route.